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FundAgreement Form Basic Fund Information This fund is established on(date) by and between___ (donor(s)) and the Catholic Community Foundation (the Foundation). Fund Name The ___Establishing Donor(s)

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How to fill out donor advised funds

01

Research different donor advised fund sponsors to choose one that fits your needs.

02

Set up an account with the chosen sponsor by providing necessary personal information.

03

Make an initial contribution to your account to establish the fund.

04

Select specific charities or causes you would like to donate to from your fund.

05

Submit grant recommendations to the sponsor for approval and distribution of funds to chosen charities.

Who needs donor advised funds?

01

Individuals or families who want to contribute to charitable causes but prefer to have a more strategic approach to their giving.

02

High-net-worth individuals or organizations looking for a tax-efficient way to donate to charities over time.

03

Donors who want the flexibility to make charitable contributions over an extended period while still receiving immediate tax benefits.

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What is donor advised funds?

Donor advised funds are philanthropic giving vehicles established at public charities that allow donors to make charitable contributions, receive immediate tax benefits, and recommend grants from the fund over time.

Who is required to file donor advised funds?

Organizations that operate donor advised funds, such as public charities and community foundations, are required to file Form 990, Form 990-EZ, or Form 990-PF with the IRS. Donors themselves are not required to file anything specific regarding donor advised funds.

How to fill out donor advised funds?

Donor advised funds are typically filled out by the sponsoring organization or charity that manages the funds. Donors can make contributions to the fund and recommend grants to qualified charities.

What is the purpose of donor advised funds?

The purpose of donor advised funds is to facilitate charitable giving by allowing donors to contribute funds, receive immediate tax benefits, and advise on how those funds are distributed to charitable organizations over time.

What information must be reported on donor advised funds?

Information that must be reported on donor advised funds includes contributions made to the fund, grants recommended by donors, investment income earned by the fund, and any fees charged by the sponsoring organization.

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